CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.1M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$542K
3
+$532K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$252K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$193K

Top Sells

1
+$1.16M
2
+$330K
3
+$86.7K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$79.6K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$16K

Sector Composition

1 Consumer Discretionary 3.16%
2 Technology 1.59%
3 Financials 1.58%
4 Healthcare 1.06%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$93K 0.23%
3,000
52
$91K 0.22%
500
53
$91K 0.22%
574
+51
54
$85K 0.21%
456
55
$82K 0.2%
840
56
$81K 0.2%
3,321
-4
57
$80K 0.19%
728
58
$74K 0.18%
1,495
+7
59
$74K 0.18%
595
+2
60
$71K 0.17%
540
+1
61
$67K 0.16%
582
-80
62
$56K 0.14%
2,145
-9
63
$56K 0.14%
2,420
64
$56K 0.14%
3,651
-215
65
$56K 0.14%
2,136
66
$51K 0.12%
1,776
67
$48K 0.12%
2,182
68
$41K 0.1%
6,200
69
$40K 0.1%
730
+4
70
$26K 0.06%
794
+113
71
$25K 0.06%
555
72
$23K 0.06%
368
+7
73
$20K 0.05%
829
-16
74
$20K 0.05%
682
-10
75
$20K 0.05%
283
1 2
3
4 5